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Guides, walkthroughs, and answers for every part of LedgerOS.
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Nine articles that take a firm from empty account to first client onboarded, in order.
Browse by area
Getting started
From empty account to first client onboarded, in order.
5 articles
Workflows
End-to-end runs through a whole season or a whole client, tying the pieces together.
1 article
Getting around
Search, the dashboard, tabs, and making LedgerOS open where you actually work.
3 articles
Clients & contacts
Client records, contacts, groups, custom fields, and importing your book.
12 articles
Pipeline & tasks
Engagements, statuses, task lists, saved views, tags, and bulk actions.
9 articles
Documents & requests
Document requests, organizers, the archive, folders, and annotation.
5 articles
Organizers
Build a tax organizer, send it to your book, and review what comes back.
4 articles
Document capture
Install the capture agent so documents from your tax software file themselves.
3 articles
E-signatures
Sending for signature, signature sets, KBA, and engagement letters.
4 articles
Workpapers & review
Binders, indexes, tick marks, review notes, and sign-offs.
3 articles
Invoicing & payments
Invoices, taking card and ACH payments, reminders, and refunds.
4 articles
Proposals & engagement letters
Price the work, send it for acceptance, and have the job and the billing set up on signature.
3 articles
Messaging & inbox
Email, texting clients, the shared inbox, and team chat.
3 articles
QuickBooks sync
Keep invoices and payments in step with QuickBooks Online, and resolve the cases that need a human.
2 articles
Calendar & scheduling
Saved views, availability, appointments, video calls, and reminders.
3 articles
Templates & automations
Job templates, conditional logic, triggers, and recurring work.
4 articles
Compliance & deadlines
Track filing deadlines across your whole book, and never rely on a wall calendar again.
2 articles
Mail Center
Physical mail, certified letters, postage, and tracking.
4 articles
Time & billing
Time entry, timers, rates, WIP, and turning time into invoices.
3 articles
Team & permissions
Inviting staff, roles, offices, security, and the audit log.
4 articles
Client portal
For clients of an accounting firm — signing in, sending documents, signing, and paying.
4 articles
Troubleshooting
Why something is not appearing, not firing, or not adding up — and what to check first.
4 articles
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All articlesAre you a client of a firm?
If your accountant sent you a link, you're looking for the client portal guides — uploading documents, signing, and paying an invoice.
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